See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P O BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,291 | $22,714-54.7% | $59,496-82.7% | $55,191-81.4% |
| Participation rate | 79.8% | 37.5%+42.3pp | 54.6%+25.2pp | 69.2%+10.6pp |
| Annual return | 1.21% | -44.01%+45.2pp | 182.05%-180.8pp | 10.78%-9.6pp |
| Employer contribution / active EE | $1,103 | $418+163.9% | $1,153-4.4% | $1,899-41.9% |
| Participant deferral / active EE | $2,541 | $843+201.4% | $1,829+38.9% | $3,046-16.6% |
| Admin fee / account holder | $46 | $83-44.5% | $2,232-97.9% | $91-49.0% |